Daly Advisory Group is a multifaceted independent advisory firm focusing on two key areas; Insurance and Financial Advising. Our headquarters are conveniently located in Jersey City NJ, the second largest city in the state which is also known as “wall street west” for its concentration of financial service firms. We also have a satellite office in Millburn, NJ.
Since we are not a fee based firm, we begin every relationship with a holistic consultative approach looking to uncover areas where we feel we can add significant value. We firmly believe that both the insurance and financial services industries are built on developing trust and long lasting relationships. It’s these relationships with not only our current clients but prospective ones as well that will ensure our success both now and in the future.
In the financial arena, we specialize in two key areas; college and retirement planning. We feel there is a lack of fundamental knowledge in both these areas by the American public in general and by educating people on their options we can not only have a successful business but change people’s lives for the better.
As far as our insurance division, we feel the insurance industry has become saturated over the last several decades with “one size fits all” approaches by insurers and brokers. We look for opportunities to work with clients where we can add significant value to their business and hopefully solve their problems by coming up with creative and effective strategies.
Learn more about our services by exploring our website or feel free to give us a call; we would welcome the opportunity to earn your business.